SalesLevel: Beginner 09:15
Customer Master & Relationship Management
Master customer setup, credit limits, billing currencies, tax rules, and contact information.
What You Will Learn
- Creating individual vs company customer records
- Setting customer billing currency and credit limits
- Assigning sales partners and sales persons
- Configuring automated payment terms and pricing rules
Related Documentation Guides
Read detailed step-by-step documentation articles related to this video:
Video Notes & Transcript
Customer management is at the heart of TechoERP CRM and Selling. In this guide, learn how to create customer groups, set default tax rules, assign billing terms, and manage multi-currency exchange rates for foreign clients.